Purchases and Sales Made in Q3 2022 in Ishares Tr (IYE)
This table provides information about the institutional ownership of Ishares Tr (IYE) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.71K- 65.63% |
$61.6K - $78K
|
895
$40.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.28K- 47.93% |
$82.3K - $104K
|
2.48K
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.5K- 5.15% |
$90.3K - $114K
|
46.1K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.51K- 60.92% |
$90.6K - $115K
|
1.61K
$72.6K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.55K- 66.11% |
$92K - $116K
|
1.31K
$58.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.57K- 12.25% |
$92.6K - $117K
|
18.4K
$828K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 86.58% |
$96.4K - $122K
|
414
$18.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.03K- 35.34% |
$109K - $138K
|
5.54K
$250K
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-3.13K- 6.64% |
$113K - $143K
|
44K
$1.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 70.99% |
$113K - $143K
|
1.28K
$57.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.47K- 88.53% |
$125K - $158K
|
449
$20.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 38.34% |
$127K - $160K
|
5.65K
$254K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.53K- 33.98% |
$127K - $161K
|
6.87K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.54K- 77.0% |
$128K - $161K
|
1.06K
$47.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.58K- 33.51% |
$129K - $163K
|
7.1K
$320K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-4.11K- 18.56% |
$148K - $188K
|
18K
$813K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.11K- 30.41% |
$148K - $188K
|
9.41K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.17K- 35.14% |
$150K - $190K
|
7.7K
$347K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.26K- 51.43% |
$154K - $194K
|
4.02K
$181K
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.46K- 34.52% |
$161K - $203K
|
8.46K
$381K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.06K- 37.66% |
$182K - $231K
|
8.37K
$377K
|
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
SELL
|
- |
-5.23K- 31.52% |
$189K - $239K
|
11.4K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.41K- 59.87% |
$195K - $247K
|
3.63K
$163K
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.45K- 38.64% |
$197K - $249K
|
8.65K
$390K
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-5.55KClosed |
$200K - $253K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.91K- 13.22% |
$213K - $270K
|
38.8K
$1.75M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.42K- 7.69% |
$232K - $293K
|
77.1K
$3.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.48K- 38.61% |
$234K - $296K
|
10.3K
$464K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6.58K- 55.01% |
$237K - $300K
|
5.38K
$242K
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
SELL
|
- |
-6.84K- 34.72% |
$247K - $312K
|
12.9K
$579K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.64K- 29.59% |
$312K - $394K
|
20.6K
$926K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.31K- 0.68% |
$336K - $425K
|
1.36M
$61.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-9.58K- 2.08% |
$345K - $437K
|
451K
$20.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 50.32% |
$367K - $465K
|
10.1K
$453K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.2K- 24.03% |
$369K - $467K
|
32.4K
$1.46M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-10.5K- 60.86% |
$380K - $481K
|
6.78K
$306K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-11.5K- 78.43% |
$414K - $524K
|
3.16K
$142K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 61.43% |
$433K - $548K
|
7.54K
$340K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-12.6K- 53.82% |
$455K - $575K
|
10.8K
$487K
|
|
|
Oct 20, 2022
Q3 2022
|
Mcia Inc
|
SELL
|
- |
-12.6K- 56.05% |
$455K - $576K
|
9.9K
$446K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.7K- 35.7% |
$456K - $578K
|
22.8K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-12.9K- 63.19% |
$465K - $589K
|
7.52K
$339K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-13.7K- 57.26% |
$494K - $625K
|
10.2K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-14.2K- 19.56% |
$511K - $646K
|
58.2K
$2.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 69.73% |
$514K - $650K
|
6.19K
$279K
|
|
|
Oct 21, 2022
Q3 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-14.3K- 60.26% |
$515K - $651K
|
9.41K
$424K
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-14.6K- 65.19% |
$526K - $666K
|
7.79K
$351K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-14.8K- 32.82% |
$535K - $677K
|
30.4K
$1.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14.9K- 23.04% |
$536K - $678K
|
49.6K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15K- 55.96% |
$540K - $684K
|
11.8K
$531K
|